Find Callingly leads that need Agencyzoom follow-up
Turn a recurring lead-list check into a short, criteria-based review that points to the next records needing attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Leads
Lists leads.
Why this helps
Leads can sit untouched when someone has to remember to inspect a queue and compare it with agency follow-up priorities.
- Make lead review a consistent routine.
- Apply follow-up criteria you define for your agency.
- Get a focused report of leads that may need attention.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Callingly once in the Notis portal.
- 2Create an automation and describe which leads need attention under your follow-up rules.
- 3Choose a Notis cron trigger and set the review schedule.
- 4Choose where Notis should send run reports.
- 5Test with one scheduled run and confirm the returned lead data supports the criteria.
Questions about this workflow
Can this workflow retrieve only overdue leads?
The listed action supports lead filters, but your connected action's available filters and required arguments determine what can be retrieved. State the criteria and verify the first run.
Where does the Agencyzoom follow-up policy come from?
Provide the policy or thresholds in your instruction or include them in an available workflow context. They are not specified in the source app description.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Callingly. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Activate/Deactivate Client Account
Activates or deactivates a client account to control access.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Creates a new agent.
Create Outbound Call
Creates a call record and immediately places an outbound call, which may incur a cost.
Create Client
Creates a new client account under your agency.
Create Team
Creates a new team.
Create Webhook
Creates a webhook for real-time call or lead notifications.
Delete Agent
Permanently deletes an agent from an account.
Delete Client
Deletes an existing client from your account.
Connect any two apps with Notis in the middle.
Agencyzoom and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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